Let me first apologize if my terminology is off- I’m a n00b.
We are syncing the Events object to Outlook through one user we call “CMC Staff”. However, in order to sync all the events have to be assigned to CMC Staff (we are using Riva Sync).
I realize this is an odd thing to do, but its the low-cost option we’ve come to in order to sync our events with Outlook. We’re already paying for more than planned to use Salesforce and now Skuid. We thought there was a way to have all users sync with Riva, using one user, but apparently that’s not the case.
*We’re trying to auto-fill the assigned to field, called ‘OwnerId’, of the model ‘All_Events’ (Events object)
WITH the user ‘CMC Staff’ from the model ‘CMCStaff’ (this is the User object with a condition to only show CMC Staff).
By default that field is auto-assigned to whomever enters the event on the Calendar.
—First I tried simply using actions to update the row with “CMC Staff” in the appropriate field, but that doesn’t work. The field shows the text “CMC Staff”, but when it isn’t highlighted it clears. If we try to use the User ID it does the same thing- and telling it to save after putting in the name or ID just returns an error saying it isn’t valid. This I assume is because we are putting in a text value that means nothing to the reference field until it is looked up…
—Then, I found this discussion: https://community.skuidify.com/skuid/topics/question-updating-field-in-one-model-with-a-field-from-a…
**So, I made the model “CMCStaff” using the User model with a condition to load only CMC Staff. That way the only row showing would be CMC Staff (whose info I need). **
Then I tried following this syntax:
I came up with:
That didn’t work. So I tried what they defined as their solution later in the discussion:
So I came up with:
Out of frustration I tried slight variations like substituting the object name with the model name.
A couple of NOTES:
-I’ve tried this as an action when a new row is created, when the model is saved, and when the model is re-queried.
-I’ve tried this a button on the title of the page (for event on-click action in a calendar)
-The Assigned to field references users- so the options for what field to update are all the fields associated to the user or just the OwnerId. I’ve tried them all! (Name, Id, OwnerId, Owner.Id, Owner.Name, I started just making them up.)
-All fields in question are selected in the model.
Let me know your thoughts!!!